CFFP

Center for Financial Planning Portfolio holdings

AUM $872M
1-Year Est. Return 13.41%
This Quarter Est. Return
1 Year Est. Return
+13.41%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$669M
AUM Growth
+$125M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
622
New
Increased
Reduced
Closed

Top Buys

1
+$41.1M
2
+$26.5M
3
+$3.2M
4
VB icon
Vanguard Small-Cap ETF
VB
+$2.08M
5
VBR icon
Vanguard Small-Cap Value ETF
VBR
+$1.34M

Top Sells

1
+$484K
2
+$206K
3
+$157K
4
VTI icon
Vanguard Total Stock Market ETF
VTI
+$143K
5
HEI icon
HEICO Corp
HEI
+$125K

Sector Composition

1 Financials 4.96%
2 Technology 4.41%
3 Healthcare 3.16%
4 Consumer Staples 1.82%
5 Consumer Discretionary 1.64%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
426
$8.32K ﹤0.01%
106
427
$8.25K ﹤0.01%
+1,000
428
$8.1K ﹤0.01%
1,097
429
$7.96K ﹤0.01%
60
430
$7.8K ﹤0.01%
26
431
$7.8K ﹤0.01%
196
432
$7.76K ﹤0.01%
100
433
$7.58K ﹤0.01%
175
434
$7.51K ﹤0.01%
61
435
$7.46K ﹤0.01%
+200
436
$7.33K ﹤0.01%
100
437
$7.28K ﹤0.01%
+21
438
$7.28K ﹤0.01%
+70
439
$7.24K ﹤0.01%
+229
440
$7.19K ﹤0.01%
85
441
$7.16K ﹤0.01%
42
442
$7.15K ﹤0.01%
77
443
$7.09K ﹤0.01%
326
+111
444
$7.08K ﹤0.01%
+75
445
$7.02K ﹤0.01%
155
446
$6.81K ﹤0.01%
+363
447
$6.8K ﹤0.01%
1,000
448
$6.79K ﹤0.01%
1,470
449
$6.72K ﹤0.01%
140
450
$6.62K ﹤0.01%
+100
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